| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
Alternate fee arrangements are available and may be agreed upon based on individual circumstances. We may group certain related accounts for the purpose of determining fees. Accounts holding unmanaged securities only will not be charged an investment advisory fee. Employees of Verity Asset Management will not be charged an investment advisory fee for their Verity 401(k) plan accounts.
701 N 4th St, Wilmington, NC, 28401-3415
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Learn about disclosures →Allen is involved in several business activities, including serving as president of Gallo Pinto (which involves some insurance sales), a partner in multiple real estate holding companies, a managing member of Acrobat, LLC, and an investment advisor representative at Verity Asset Management (a full-time commitment). He also works as a fitness instructor and is an agent for Verity Financial Group, Inc., an insurance agency.